Director, Wealth Strategy – Estate Planning

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Mercer Advisors

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501 - 1000 Mitarbeiter

Gegründet 1985

💳 Fintech

💸 Finanzen

👥 B2C

Fintech • Finance • B2C

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• Drives business development through leading prospective client meetings, presentations, and thought leadership publications. • Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships. • Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate • Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure • Answering general informational tax and estate planning questions from clients and advisor teams • Serving as an in-house resource in tax and estate planning to wealth management teams nationwide • Remaining current with related estate, trust, and tax legislation nationwide • Mentor and coach junior estate planning • Build and maintain strong referral networks with attorneys, CPAs, and centers of influence. • Other duties, as assigned.

🎯 Anforderungen

• Juris Doctor (JD) • Licensed to practice law in at least one state. • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients. • 5-10 years legal experience in estate planning preferred. • Ability to travel up to 25%.

🏖️ Vorteile

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing